John Lantry Beagle
Professional Summary
John Lantry Beagle is a registered financial advisor currently at GM SECURITIES, LLC located in Milwaukee, Wisconsin. John is registered as a RR (Registered Representative) and started their career in finance in 1992. John has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7, Series 22, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
GM SECURITIES, LLC | MINOT PARTNERS, LLC
Contact Information
Main Address
833 E. Michigan Street, Suite 1420, Milwaukee, WI 53202Mailing Address
833 E. Michigan Street, Suite 1420, Milwaukee, WI 53202Phone Number
(414) 278-1120Established
Wisconsin since 06/28/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/22/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Nov 2010About the Series 79 examSeries 22 — Direct Participation Programs Representative Examination
Passed Jul 1992About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view John Lantry Beagle's CRS (Customer Relationship Summary).
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